Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JCPB)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JCPB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11KNew |
$506K - $519K
|
11K
$513K
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
10.1K+ 161.56% |
$467K - $479K
|
16.4K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$247K - $253K
|
5.37K
$250K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.22K+ 8.34% |
$102K - $105K
|
28.8K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.93KNew |
$88.6K - $90.9K
|
1.93K
$89.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.21KNew |
$55.4K - $56.9K
|
1.21K
$56.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
954+ 2.32% |
$43.9K - $45K
|
42.1K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
645+ 99.23% |
$29.7K - $30.4K
|
1.3K
$60.4K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
159New |
$7.31K - $7.5K
|
159
$7.41K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$46 - $47.2
|
1
$46.6
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
32.9KNew |
$1.43M - $1.56M
|
32.9K
$1.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
17.7KNew |
$771K - $842K
|
17.7K
$827K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$283K - $309K
|
6.51K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1New |
$43.5 - $47.5
|
1
$46.6
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
111K+ 188.8% |
$4.96M - $5.21M
|
170K
$7.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
65.4K+ 23.0% |
$2.92M - $3.06M
|
350K
$16.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.7KNew |
$299K - $313K
|
6.7K
$312K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$223 - $234
|
5
$233
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59.2K+ 51.99% |
$2.75M - $2.83M
|
173K
$8.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.22K+ 134.16% |
$335K - $345K
|
12.6K
$588K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.12KNew |
$237K - $244K
|
5.12K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.73KNew |
$219K - $226K
|
4.73K
$220K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
350+ 2.92% |
$16.2K - $16.7K
|
12.3K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.64K - $4.78K
|
100
$4.66K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
21New |
$975 - $1K
|
21
$979
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$46.4 - $47.8
|
13.4K
$624K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.36KNew |
$200K - $209K
|
4.36K
$203K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
610New |
$28K - $29.2K
|
610
$28.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
29New |
$1.33K - $1.39K
|
29
$1.35K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
64.2KNew |
$2.87M - $3.04M
|
64.2K
$2.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
19.8K+ 12.26% |
$886K - $938K
|
182K
$8.47M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
8.44KNew |
$377K - $399K
|
8.44K
$394K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.72KNew |
$255K - $270K
|
5.72K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
167New |
$7.46K - $7.9K
|
167
$7.79K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
72New |
$3.22K - $3.4K
|
72
$3.36K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.09KNew |
$232K - $251K
|
5.09K
$237K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.39KNew |
$200K - $216K
|
4.39K
$205K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.02KNew |
$92.3K - $99.7K
|
2.02K
$94.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
16+ 2.04% |
$729 - $788
|
800
$37.3K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
85.5K+ 11128.78% |
$4.02M - $4.35M
|
86.2K
$4.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
544New |
$25.6K - $27.7K
|
544
$25.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
485New |
$22.8K - $24.7K
|
485
$22.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
187New |
$8.8K - $9.52K
|
187
$8.72K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
52+ 173.33% |
$2.45K - $2.65K
|
82
$3.82K
|
|